| Asset Name | Description | Roles |
|---|---|---|
| What's New in PIM v20.0-v24.0 - Portal | Duration: 30m This course discusses the feature enhancements of Deltek PIM from v20.0 to v24.0. |
|
| Deltek PIM Email Management Series: Email Management Architecture - Infographic | PIM Email Management Architecture consists of several components, all of which are being updated in current or future PIM releases. This infographic aims to clarify the timing of changes to modernize PIM’s Email Management framework. |
|
| What's New in Deltek PIM v24.0 - Video | Duration: 15m Course Objectives |
|
| What's New in Deltek PIM v23.0 - Video | This video discusses the feature enhancements for Deltek PIM v23.0. |
|
| PIM Submittals - Infographic | Get to know the Submittal Review Process in Deltek PIM for North America.
Topics covered: |
|
| Deltek PIM: Microsoft Edge Hybrid IE Mode - Infographic | This infographic contains an overview, pre-requisites, and technical details of PIM v22.0 running in Microsoft Edge - Hybrid IE mode. |
|
| Deltek PIM Single Sign-On - Video | Set up the active directories that go with setting up an app registration for PIM v22.0 with an already configured Azure AD. |
|
| What's New in Deltek PIM v22.0 - Video | This video discusses the feature enhancements for Deltek PIM v22.0. |
|
| Deltek PIM Teamwork: Configuration and Setup for Administrators - Infographic | Configure Teamwork to enable third-party users to upload documents and drawings into PIM. Topics covered: |
|
| Deltek PIM Teamwork: Team Evaluation - Video | In this course, we will look at using Team Evaluations to capture reviews and ratings for third-party organizations, contacts, and Projects.
Topics covered: |
|
| Deltek PIM Teamwork: Managing Incoming Documents - Video | In this video, we will manage incoming Teamwork documents using Smart Superseder. We'll look at viewing documents uploaded via Teamwork and publishing them into their respective Document Pools. Topics covered: |
|
| Deltek PIM Document Management: Using Smart Superseder - Video | This course will look at simplifying the process of publishing third-party documents and drawings using the Smart Superseder feature within PIM. Topics covered: |
|
| PIM Document Management Series: Document Publishing Wizard - Learning Video | Duration: 3m51s |
|
| Deltek PIM: Self Upgrade Process - Self Paced Learning | This course guides you through the process of allowing you to Upgrade your Deltek PIM System. Topics covered: |
|
| PIM Core Cross-Browser Coverage - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
|
| PIM Project Accounting: Cross Browser Experience - Infographic | This guide demonstrates Project Accounting’s cross-browser state currently, as we continue to modernize the remaining key features of the Project Accounting module in our future releases. |
|
| PIM Cross-Browser Progress & Microsoft Edge - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
|
| PIM Document Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your Documents and Document Pools held in Deltek PIM. Throughout this course, we will look at creating document pools, assigning relevant security and other information such as attributes. We will also look at the removal of documents from PIM using the export feature. Topics covered: Introduction Document Pool Creation and Updating Document Archive Managing File Extensions |
|
| PIM User Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your User Administration in Deltek PIM. Throughout this course, we will look at the different license types available, configuring user access and removing access when it is no longer required. Topics covered: Introduction User Administration Licenses User Roles |
|
| PIM Email Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Outlook Add-In along with Deltek PIM to store sent and received emails. Topics covered: Introduction and Overview Publishing Emails with and Without Attachments Adding Documents Stored in PIM to Emails Searching for Emails |
|
| PIM Document Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Document Management System in Deltek PIM. Topics covered: Introduction and Navigation LFM and UDC Overview Viewing Documents Publishing Documents Edit Document Properties Clone, Replace and Send to Recycle Pool Baskets Sharing Documents Document Markup |
|
| PIM Project and Enquiry Management - Self Paced Learning | Duration: 30m This course will go through Project and Enquiry Management in Deltek PIM. You will learn how to manage your Project or Enquiry from setting up your project, ensuring you have correct team members assigned, the correct details associated, milestones assigned and ready to use, and how to make use of searches for reporting purposes. Topics covered: Introduction and Overview Project Creation Methods Managing a Project Milestones Using the Project Search and Reporting |
|
| PIM Fundamentals and Getting Started - Self Paced Learning | Duration: 30m This course is designed to give you an overview of Deltek PIM to get you started with the basics. We have included an introduction to Deltek PIM and the benefits on what PIM can do for you. Topics covered: PIM Overview Introduction and Navigation Configuring the Personal Zone Searching Add, Edit, and Delete Records Publishing Documents and Emails Viewing Documents and Emails Checking out Documents and Editing |
|
| PIM Project Accounting: Ledger Connector Integrations - Self Paced Learning | Duration: 20m Export sales to your Ledger System using Deltek PIM. Topics covered: Sales Document Export to Ledger System Expense Export to Ledger System Purchase Invoice Export to Ledger System |
|
| PIM Document Management Series: Implementing Universal Document Control - Self Paced Learning | Duration 30m Universal Document Control (UDC) connects network folders into Deltek PIM, providing a holistic view of all project documents, drawings, and other project-related files making it easier to find files managed outside of Deltek PIM. This course takes you through implementing Universal Document Control for your PIM System. |
|
| PIM Document Management Series: Document Coding Schemes - Infographic | Duration 5m Read This document is designed to help you create and implement Document Coding Schemes to allow reference information to document titles when documents are created or published to the PIM DMS. |
|
| PIM Project Accounting Series: Sage Business Cloud - Quick Reference Guide | Duration: 10m read This guide contains the overview, benefits, and limitations to the new PIM ledger connector for the new Sage Business Cloud Accounting solution. Topics covered: Benefits to Clients Limitations Functional Overview Day to Day Operations How to Proceed |
|
| PIM Document Management Series: Local File Management Overview - Learning Video | Duration: 14min video |
|
| PIM Fundamentals Supersede & Reinstate a Contact - Infographic | This covers how to supersede (archive) a contact record when that person has left the organisation. If they return then you can reinstate them at any time. [Keywords and Related Topics: 2016, 2017, pim, union square, workspace, fundamentals, contact, organisation, left on, add external contact wizard] |
|
| PIM Document Management Series: How to Search for Emails in the DMS (v2017) - Infographic | This covers the most effective route to finding published Emails quickly and using the Document Management System. Duration: Self-Paced. This is part of the PIM Document Management Series. Prerequisites: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: 2016, 2017, print out, cheat sheet, quick reference, union square, workspace, dms, document management system, working files, how to find emails, information zone, search emails] |
|
| PIM Campaigns HTML Templates Tips (v2017) - Infographic | Duration: 5m read Learn how to manage Period End within your Deltek Maconomy Power Launch system including closing the year, progress evaluation and WIP evaluations. Topics covered: Finding Campaigns Sending a Campaign Using HTML Templates Campaign recipients |
|
| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
|
| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
|
| PIM Search PIM Emails in Outlook (v2016 & 2017) - Infographic | Duration: 5m read Learn how to effectively search for Emails within Outlook. Topics covered: Linking to a record Finding Emails Filtering Text Searching |
|
| PIM Baskets - Functional Reference Guide | Duration: 30m Read Learn how to use the baskets feature within Deltek PIM. Topics covered: What are Baskets Baskets in Standard DMS Baskets in SMART DMS |
|
| PIM Subscriptions - Functional Reference Guide | Duration: 20m Read Learn about the Document and Document Pool Subscriptions feature within Deltek PIM. Topics covered: What are Subscriptions Types of Document Subscriptions Subscriptions Dashpart |
|
| PIM Actions - Functional Reference Guide | Duration: 30m Read Learn about the Actions feature within Deltek PIM. Topics covered: What are Actions Actions tab on Entity Records Actions Dashpart Actions for Documents |
|
| PIM Finance Series: Invoice Approvals - Infographic | You can use this guide to learn how to configure Invoice Approvals within your Deltek PIM System from creating the approval route, stage and team to applying the approval routes. [Keywords and Related Searches - print out, cheat sheet, quick reference, admin, project accounting, finance, timesheet, invoicing, credit, project, accounting, pa] |
|
| PIM Document Management Series: How to Check in a Document to the DMS using Smart View - Infographic | This covers the most effective route to finding published documents quickly and easily in the Document Management System using Smart View. This is part of the PIM Document Management Series. Prerequisite: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: print out, cheat sheet, quick reference, 2016, 2017, union square, usq, workspace, dms, working files, information zone, how to find documents in the dms, search documents, filter by text searching] |
|
| PIM Document Management Series: How to Check out a Document to the DMS using Smart View - Infographic | Use this guide as a reminder on how to check out a document from the Document Management System using Smart View, recognize when a Document has been checked out, and by who. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, workspace, 2017, dms, edit a document] |
|
| PIM Document Management Series: How to Search for Documents in the DMS using Smart View - Infographic | Use this guide as a reminder on how to check in individual documents to the Document Management System using Smart View. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, 2017, dms, working files, publish, save, upload a document] |
|
| PIM Security and Administration - Quick Reference Guide | Duration: 11m read Learn to utilize the Security and Administration features and functions within PIM. Topics covered: Creating a PIM User - 2m read Creating a Test User - 2m read Supersede & Reinstate a Contact - 2m read Merge and Delete Contact Records - 2m read Merge and Delete Organization Records - 2m read Configure Third Party Access - 1m read |
|
| PIM Document Management - Quick Reference Guide | Duration: 12m read Learn to utilize the Document Management System features and functions within PIM. The Document Management System may also be known as the Information Zone within your PIM System. Topics covered: How to Search for Documents in the DMS - 3m read How to Search for Documents in the DMS using Smart View - 3m read How to Search for Emails in the DMS - 1m read How to Check out a Document from the DMS - 1m read How to Check out a Document from the DMS using Smart View - 1m read How to Check in a Document to the DMS - 1m read How to Check in a Document to the DMS using Smart View - 1m read How to Use the Bulk Edit Features in the DMS - 1m read |
|
| PIM Getting Started - Quick Reference Guide | Duration: 8m read Learn to utilize the basics of PIM features and functions as well as some of the useful terminology. Topics covered: Fundamentals Jargon Buster - 1m read Document Management Jargon Buster - 1m read Common Dashparts - 3m read Activity Zone Search Tips - 3m read |
|
| PIM Document Lifecycle Manager - Quick Reference Guide | Duration: 10m read Learn to utilize the Document Lifecycle Manager (also referred to as DLM) features and functions as well as some of the useful terminology. Topics covered: Document Lifecycle Manager Jargon Buster - 1m read Use DLM Activity Zone Searches - 1m read Placeholder Creation Methods - 3m read Create a Register - 2m read View Full Register Report - 1m read View Historical Register of Issues - 2m read |
|
| PIM Document Lifecycle Manager Administration - Quick Reference Guide | Duration: 6m read Learn to utilize the Document Lifecycle Manager (DLM and DCS) Security and Administration features and functions within PIM. Topics covered: DLM Management Settings - 3m read DLM Configuration Settings - 1m read DCS Configuration & Management Settings - 2m read |
|
| PIM Custom Form Builder - Quick Reference Guide | Duration: 5m read Learn to utilize the Custom Form Builder features and functions within PIM including useful terminology. Topics covered: Custom Form Builder Glossary - 2m read Customizing your Document Output Template - 2m read What Happens when your Forms are Deployed - 1m read |
|
| PIM Mobile Email Configuration - Quick Reference Guide | Duration: 3m read Learn to configure the use Mobile Emails and Contacts to work with PIM. Topics covered: Set up and Publish Mobile Emails - 1m read Sync Outlook with Contacts - 2m read |
|
| PIM Timesheets and Absence Approval Configuration - Quick Reference Guide | Duration: 11m read Learn to utilize approvals for Timesheets, Expenses and Absence within PIM. Topics covered: Timesheet Approvals - 3m read Absence Approvals - 4m read Absence Email Notifications - 4m read |
|
| PIM Finance Approval Configuration - Quick Reference Guide | Duration: 6m read Learn to utilize approvals for invoicing and purchase orders within PIM. Topics covered: Purchase Order Approvals - 3m read Invoice Approvals - 3m read |
|
| PIM Absence Entitlement Carryover - Quick Reference Guide | Duration: 7m read Learn to configure absence entitlement for the upcoming year within PIM. Topics covered: Next Year with No Carry Over - 2m read Next Year with Carry Over - 3m read Carry Over Only - 2m read |
|
| PIM Performance Ratings - Quick Reference Guide | Duration: 4m read Learn to utilize the Performance Ratings features and functions within PIM. Topics covered: How to View Ratings - 2m read How to Enter Ratings - 2m read |
|
| PIM Time and Expense Administration - Quick Reference Guide | Duration: 10m read Learn to utilize the Time and Expense Administration features and functions within PIM. Topics covered: Timesheet Period Admin - 3m read Timesheet User Set Up - 3m read Timesheet Admin - 2m read Transaction Utility and Re-rate Lines - 2m read |
|
| PIM Templates - Quick Reference Guide | Duration: 2m read Learn to utilize the Templates features and functions within PIM. Topics covered: Turning on the Developer Tab in MS Word - 1m read Adding the Repeat Tag to a DocX Template - 1m read |
|
| PIM Project Accounting - Quick Reference Guide | Duration: 10m read Learn to utilize Project Accounting features and functions within PIM. Topics covered: How to Correct an Invoice - 3m read How to Resolve Missing Time when Invoicing - 3m read How to use the Invoice, Costs and Profits Chart - 2m read How to use the Fee from Resource Feature - 2m read |
|
| PIM Mobile Working - Quick Reference Guide | Duration: 4m read Learn to utilize the Mobile Working features and functions within PIM. Topics covered: How to Extract Location Data from IFC Files - 1m read How to Sync your Device - 1m read Set-up Process for Projects & Enquiries - 2m read |
|
| PIM Document Management Series: Local File Management - Clickguide | Duration: 20m Read Set up and use Local File Management. Topics covered: Local File Management Interface System Tray How to find out if you're using LFM Enable LFM Publishing Documents File Progress |
|
| PIM Document Management Series: Universal Document Control - Clickguide | Duration: 20m Read Set up and use Universal Document Control (UDC) to manage documents on network shares. Topics covered: UDC Interface Managed Documents Unmanaged Documents Excluded Documents Configuring UDC Using Unmanaged Documents |
|
| PIM Configuring Document Viewer with PDFTron (v20.1) - Infographic | Duration: 3m read Learn how to configure PDFTron for viewing and marking-up documents in Deltek PIM. Topics covered: Supported File Types Configuring Document Viewer Configuring Custom Stamps |
|
| PIM Using Document Viewer with PDFTron (v20.1) - Infographic | Duration: 5m read Learn how to use the PDFTron Document Viewer for viewing and marking-up documents, drawings and other file types in Deltek PIM. Topics covered: Adding a review and markup How to know if a Document has markup Document viewer and DLM Approvals |
|
| PIM System Administration Series: Configuring Users - Learning Video | Duration: 10m Learn how to configure new PIM users, assign licenses and manage users who have left your business. Topics covered: Types of Licenses Creating a new user Removing a license Superseding a Contact |
|
| PIM System Administration Series: Configuring Document Pools - Learning Video | Duration: 10m Learn how to configure Document Pool security for your PIM System. Topics covered: Creating a Document Pool Editing a Document Pool Types of Security Assigning Security Adding Requirements |
|
| PIM System Administration Series: Using the Admin Zone - Clickguide | The new Admin zone makes it easy for administrators to navigate through the system. Topics covered: Admin Zone Interface User Account Creation Document Pool Security Menu Items Explained |
|
| PIM Project Accounting Series: Project Set Up - Self Paced Learning | Duration: 15m Learn how to configure a Project for use with Project Accounting in Deltek PIM. Topics covered: Key Field Configuration - 1m29s Advanced Field Configuration - 3m39s Workstages - 3m06s Variations - 1m54s |
|
| PIM Project Accounting Series: Admin and Adjustments - Self Paced Learning | Duration: 15m Learn how to correct any values calculated against incorrect rates, and move finance lines from one Project Workstage to another. Topics covered: Re-rate Existing Finance Lines - 1m29s Move Finance Lines - 1m35s Change Transaction Grade to Contact Grade - 1m21s Variations - 1m54s |
|
| PIM Marketing Campaigns - Functional Reference Guide | Duration: 40m Read Learn how to use the Campaigns feature within Deltek PIM. Topics covered: Create and Edit a Campaign Campaign contacts Campaign Emails Update Actions |
|
| What's New in Deltek PIM v21.0 - Clickguide | Duration: 1h Read Learn about the new features within Deltek PIM. Releases covered: v21.0 v20.1 v20.0 v19.2 v19.1 v19.0 v18.3 v2017 |
|
| PIM Project Accounting: Purchasing v20.0 - Self Paced Learning | Duration: 40m Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. Topics covered: Purchase Order Entry - 4m38s Purchase Order Approval - 2m26s Purchase Invoice Entry - 6m28s Purchase Credit Note Entry - 3m24s Purchase Invoice Line Approval - 3m44s Purchase Order Advanced - 3m46s Purchase Invoice Approval - 4m22s Purchase Order Send for Approval - 1m Review Questions - 2m |
|
| PIM Core Certification Exam | Duration: 1h 30m The Deltek Professional PIM Core Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Core Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Core Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Outlook Add-In Series PIM Document Management Series |
|
| Deltek PIM Finance and Accounting Certification | Duration: 1h 30m The Deltek Professional PIM Finance & Accounting Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Finance & Accounting Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Finance & Accounting Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Timesheet and Expenses Series PIM Absence Series PIM Project Accounting Series |
|
| PIM Defect Management SSRS Reporting - Infographic | Duration: 2m read Learn about the Defect Management Project Band within Deltek PIM. Topics covered: Defect Management Reporting Process Searching & Filtering Selecting Results Generating Reports |
|
| PIM Populating & Completing Milestones - Infographic | Duration: 5m read Learn about the Milestones feature within Deltek PIM. Topics covered: Accessing Milestones Populating Milestones Completing Milestones |
|
| PIM Milestones Administration - Infographic | Duration: 5m read Learn how to configure Milestones within Deltek PIM. Topics covered: Adding a new Milestone Link Milestones to Classifications Milestone Security |
|
| PIM Project Administration Tools for Defect Management and Observations - Infographic | Duration: 2m read Learn about the Defect Management and Observations feature within Deltek PIM. Topics covered: Setup Bulk Edit Edit Specific Records Edit Defect Records in PIM Observations Bulk Edit Observations |
|
| PIM Skills and Training Series: How to Enter your Skills (v2016 & 2017) - Infographic | Duration: 1m read Learn about the Skills and Training module within Deltek PIM. Topics covered: Accessing Skills Records Entering new skills Entering new qualifications |
|